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Convergence Investment Partners’s Oracle ORCL Stock Holding History

Convergence Investment Partners’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$295K Sell
2,005
-111
-5% -$18K 0.05% 220
2025
Q4 		$412K Sell
2,116
-74
-3% -$17.6K 0.08% 211
2025
Q3 		$616K Sell
2,190
-412
-16% -$105K 0.14% 191
2025
Q2 		$569K Sell
2,602
-75
-3% -$12.1K 0.14% 184
2025
Q1 		$374K Sell
2,677
-14,062
-84% -$2.29M 0.1% 204
2024
Q4 		$2.79M Sell
16,739
-988
-6% -$176K 0.62% 41
2024
Q3 		$3.02M Buy
17,727
+14,316
+420% +$2.07M 0.81% 28
2024
Q2 		$482K Sell
3,411
-75
-2% -$9.31K 0.14% 183
2024
Q1 		$438K Sell
3,486
-7,490
-68% -$857K 0.17% 147
2023
Q4 		$1.16M Sell
10,976
-866
-7% -$94.5K 0.6% 60
2023
Q3 		$1.25M Sell
11,842
-2,642
-18% -$306K 0.74% 49
2023
Q2 		$1.73M Sell
14,484
-564
-4% -$58.3K 0.99% 34
2023
Q1 		$1.4M Buy
15,048
+153
+1% +$13.4K 0.82% 38
2022
Q4 		$1.22M Sell
14,895
-208
-1% -$15.8K 0.72% 51
2022
Q3 		$922K Buy
15,103
+9,624
+176% +$705K 0.6% 61
2022
Q2 		$383K Sell
5,479
-34
-0.6% -$2.49K 0.23% 103
2022
Q1 		$456K Sell
5,513
-24,868
-82% -$2.01M 0.24% 106
2021
Q4 		$2.65M Sell
30,381
-49
-0.2% -$4.6K 1.35% 15
2021
Q3 		$2.65M Sell
30,430
-2,088
-6% -$184K 1.42% 11
2021
Q2 		$2.53M Sell
32,518
-1,037
-3% -$81.2K 1.09% 18
2021
Q1 		$2.35M Sell
33,555
-1,040
-3% -$67.3K 1.08% 22
2020
Q4 		$2.24M Sell
34,595
-19,985
-37% -$1.19M 1.13% 22
2020
Q3 		$3.26M Sell
54,580
-6,801
-11% -$386K 1.13% 16
2020
Q2 		$3.39M Buy
61,381
+8,240
+16% +$437K 1.17% 18
2020
Q1 		$2.57M Sell
53,141
-9,552
-15% -$493K 1.12% 20
2019
Q4 		$3.32M Sell
62,693
-3,214
-5% -$177K 0.94% 26
2019
Q3 		$3.63M Sell
65,907
-8,253
-11% -$456K 1.01% 23
2019
Q2 		$4.22M Buy
74,160
+16,550
+29% +$896K 1.02% 19
2019
Q1 		$3.09M Sell
57,610
-2,840
-5% -$145K 0.68% 38
2018
Q4 		$2.73M Buy
60,450
+7,135
+13% +$342K 0.63% 44
2018
Q3 		$2.75M Buy
53,315
+29,280
+122% +$1.42M 0.56% 53
2018
Q2 		$1.06M Buy
24,035
+2,451
+11% +$113K 0.15% 184
2018
Q1 		$987K Sell
21,584
-69,467
-76% -$3.45M 0.13% 230
2017
Q4 		$4.3M Buy
91,051
+84,459
+1,281% +$4.14M 0.58% 41
2017
Q3 		$319K Sell
6,592
-914
-12% -$45.5K 0.05% 296
2017
Q2 		$376K Buy
7,506
+853
+13% +$38.9K 0.06% 313
2017
Q1 		$297K Sell
6,653
-81,228
-92% -$3.38M 0.04% 319
2016
Q4 		$3.38M Buy
87,881
+79,995
+1,014% +$3.13M 0.47% 63
2016
Q3 		$310K Sell
7,886
-46,085
-85% -$1.88M 0.05% 301
2016
Q2 		$2.21M Buy
53,971
+45,491
+536% +$1.82M 0.3% 117
2016
Q1 		$347K Buy
8,480
+261
+3% +$9.66K 0.04% 307
2015
Q4 		$300K Sell
8,219
-207,952
-96% -$7.94M 0.03% 301
2015
Q3 		$7.81M Buy
216,171
+208,200
+2,612% +$8M 0.9% 12
2015
Q2 		$321K Sell
7,971
-150
-2% -$6.51K 0.03% 325
2015
Q1 		$350K Sell
8,121
-183,985
-96% -$7.97M 0.05% 323
2014
Q4 		$8.64M Sell
192,106
-21,025
-10% -$856K 1.16% 6
2014
Q3 		$8.16M Sell
213,131
-27,850
-12% -$1.13M 1.12% 8
2014
Q2 		$9.77M Buy
240,981
+113,730
+89% +$4.68M 1.29% 8
2014
Q1 		$5.21M Sell
127,251
-128,387
-50% -$4.89M 0.79% 19
2013
Q4 		$9.78M Buy
255,638
+28,624
+13% +$984K 1.59% 7
2013
Q3 		$7.53M Buy
227,014
+97,348
+75% +$3.16M 1.59% 6
2013
Q2 		$3.98M Buy
+129,666
New +$4.3M 1.03% 16

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Convergence Investment Partners's ORCL Position: Q1 2026 in Review

Convergence Investment Partners reduced its Oracle (ORCL) stake by 5.2% in Q1 2026, selling an estimated $18K and leaving 2,005 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #220.

Convergence Investment Partners first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.78M in Q4 2013. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Convergence Investment Partners held 2,005 shares of Oracle worth $295K as of Q1 2026.
  • Convergence Investment Partners sold 111 Oracle shares in Q1 2026, an estimated $18K.
  • Oracle made up 0.05% of Convergence Investment Partners's portfolio in Q1 2026, its #220 holding.
  • Convergence Investment Partners first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Convergence Investment Partners's Oracle position peaked at $9.78M in Q4 2013.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.